Add a Sidekick to a group
Add a Sidekick to a group in Cortex Chat: practical steps, setting explanations, result checks and troubleshooting.
Adding an assistant to a shared group changes who can contribute to that conversation. It does not automatically grant that assistant every workspace tool. The group and tool-permission controls have separate roles.
Before you start
A direct conversation, a group and the private Ask a Sidekick panel are different audiences. Joining a group does not make someone a workspace administrator, and sharing an external file in a group does not override that file’s own access rules. Use names, membership and account context to confirm the intended conversation before sending. When inviting someone, distinguish an invitation that was created from one that was accepted. A public-looking display name is not enough to resolve an ambiguous recipient. Where a Sidekick helps draft a group response, decide separately whether the proposed text should actually be posted to the shared conversation.
Step-by-step
- Open the group and its information or edit controls.
- Use Add Sidekicks when your group role allows it and select the intended assistant.
- Confirm the updated group membership, then review the assistant’s group-context tools if it needs app access.
What the settings mean
| Control or state | Meaning |
|---|---|
| Direct conversation | A conversation with the selected person. |
| Group | A shared thread governed by its membership and settings. |
| Private assistance | The separate Ask a Sidekick surface. |
| External link | A destination that retains its own access and expiry rules. |
Check the result
The intended assistant is present with an understood role and permitted tools.
If it does not work
If the action is unavailable, check group Sidekick-management rights. Do not grant broad workspace administration merely to add one assistant.
Continue with the right context
Return to the Cortex Chat guide index to choose another task. Keep the current account, assistant and conversation in view when following the next guide. To use the product, open Cortex Chat.
- Find the right person in People & groups
- Invite a person to a conversation
- Create a group conversation
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